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True Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History

True Capital Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$409K Buy
2,160
+308
+17% +$59.7K 0.28% 68
2022
Q4 		$340K Buy
+1,852
New +$343K 0.28% 81

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

True Capital Management's VB Position: Q1 2023 in Review

True Capital Management increased its Vanguard Small-Cap ETF (VB) stake by 17% in Q1 2023, buying an estimated $59.7K and bringing the position to 2,160 shares worth $409K. The position accounts for 0.28% of the portfolio, ranked #68.

True Capital Management first reported a position in VB in Q4 2022 and has held it in 2 quarters since. 1,641 funds tracked by Wall St. Rank hold VB as of Q1 2023.

  • True Capital Management held 2,160 shares of Vanguard Small-Cap ETF worth $409K as of Q1 2023.
  • True Capital Management bought 308 Vanguard Small-Cap ETF shares in Q1 2023, an estimated $59.7K.
  • Vanguard Small-Cap ETF made up 0.28% of True Capital Management's portfolio in Q1 2023, its #68 holding.
  • True Capital Management first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.